Core Viewpoint - Hangzhou is committed to accelerating the construction of a global advanced manufacturing base by integrating technological and industrial innovation, aiming for high-quality economic development by 2025 [1] Group 1: Advanced Manufacturing Cluster - Hangzhou is advancing the "296X" advanced manufacturing cluster initiative, which includes two trillion-level industry clusters in artificial intelligence and visual intelligence, and nine hundred billion-level clusters in various sectors [2] - The city's industrial added value is projected to reach 462.4 billion yuan in 2025, marking a 6% increase from the previous year, the fastest growth in four years [2] Group 2: High-Quality Development Foundation - Hangzhou has maintained the highest manufacturing quality development index in Zhejiang province for six consecutive years and is set to receive the "Golden Ding" award in 2025 [3] Group 3: Innovative Ecosystem - The city is fostering a robust innovation ecosystem, with new enterprises like the "Six Little Dragons of Hangzhou" gaining prominence and significant technological advancements in humanoid robots and AI models [4] - By the end of 2025, Hangzhou will have established several key platforms for AI medical applications and innovative drug approvals, achieving a historical high [4] Group 4: Digital Economy - The core digital economy industries in Hangzhou are expected to generate an added value of 678 billion yuan in 2025, with a growth rate of 9.3%, accounting for 29.5% of the GDP [6] - The revenue from the software and information technology services sector is projected to reach 1,301.147 billion yuan, with a growth rate of 14% [6] Group 5: International Cooperation - Hangzhou is enhancing its role in international cooperation within the industrial economy, with the establishment of the China-Africa Digital Technology Cooperation Center and the International Silk Organization [7] Group 6: National Pilot Projects - The city is leading national pilot projects, including the largest smart connected vehicle testing area in the country, covering 6,910 square kilometers [9] Group 7: Policy Initiatives - In 2025, Hangzhou will introduce a series of policies to promote high-quality manufacturing development, including a three-year action plan and specific measures for various industries [10] Group 8: Quality Enterprise Cultivation - The city aims to accelerate the cultivation of quality enterprises, with six new national manufacturing champions and 129 new specialized "little giant" enterprises added in 2025 [11] Group 9: Support for Enterprises - Hangzhou is facilitating industrial circulation through targeted services, with 232 matchmaking events held, resulting in order amounts of 3.87 billion yuan and financing connections of 11.99 billion yuan [12]

【市场复盘】 本周四(2月12日)，A股人工智能与机器人赛道联袂强势拉升，两大主题ETF同步走高，科创人工智能 ETF华夏(589010)涨幅亮眼，机器人ETF(562500)走势稳健，板块整体做多氛围浓厚，量能与资金交投形 成有效支撑。科创人工智能ETF华夏(589010)早盘冲高后震荡整理，午后再度拉升冲高，走势强劲，报 收1.639元，较开盘价大涨4.13%。持仓层面，30只成分股中24只个股上涨，做多力量充分释放，优刻得 20%涨停强势领涨，晶晨股份涨超15%、芯原股份涨超12%，核心标的表现亮眼，形成强劲拉升梯队； 仅思看科技跌超6%跌幅居前，对盘面整体强势无明显影响。 流动性方面，成交额达1.11亿元，换手率4.20%，资金交投节奏良好，成交活跃度维持高位水平。机器 人ETF(562500)早盘高位整理蓄势，午后稳步上行，走势韧性凸显，最新价1.082元，较开盘价上涨 1.41%。持仓层面，66只成分股中50只个股上涨，博杰股份（002975）、华东数控（002248）涨停强势 领涨，大族激光（002008）、科远智慧（002380）涨幅居前，核心跟涨梯队发力；板块内做多情绪浓 厚，无明显下跌标的 ...

| 辅导对象 | 辅导机构 | 备案时间 | 辅导状态 | 派出机构 | 报告类型 | 报告标题 | | --- | --- | --- | --- | --- | --- | --- | | 北京华卓精科科技股份有限 公司 | 招商证券股份有限公司 | 2026-02-12 | | 北京证监局 | 辅导备案报告 | 关于北京华卓精科 ... | | 北京智谱华章科技股份有限 公司 | 国泰海通证券股份有限公司 | 2025-04-14 | 辅导备案 | 北京证监局 | 辅导备案报告 | 关于北京智谱华章 ... | | 西安聚能超导磁体科技股份 有限公司 | 中信建投证券股份有限公司 | 2026-02-11 | 辅导备案 | 陕西证监局 | 辅导备案报告 | 关于西安聚能超导 ... | | 内蒙古草原红太阳食品股份 | 中信证券股份有限公司 | 2023-07-10 辅导备案 | | 内蒙古证监 | | 辅导进展情况报告 关于内蒙古草原红 ... | | 有限公司 | | | | 름 | | | 根据证监会披露，智谱撤回了其于2025年4月提交的辅导备案，并办理了新的辅导备案登记。备案登 记显示，智谱拟 ...

1． 多模态输入：从"文本描述"到"所见即所得" Seedance 2.0支持文本、图片、视频、音频四种输入模态，最多可组合12个文件（9张图片+3段视频+3段 音频），通过@素材名精准控制生成内容。例如： 这种多模态方式大幅缩小了"想象与输出"的差距，无需复杂的提示词工程，即可实现"所见即所得"的效 果。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：人机与认知实验室 一、Seedance的基本定位与技术背景 Seedance是字节跳动旗下Seed团队研发的多模态AI视频生成平台，是当前全球领先的AI视频生成技术之 一。其核心定位是通过扩散模型（Diffusion Model），将静态素材（文本、图片、视频、音频）转化为 动态、连贯、有叙事性的视频内容，实现"从0到1"的电影级视频生成。 从技术迭代来看，Seedance经历了快速进化： 二、Seedance 2.0的核心优势：技术突破与应用价值 Seedance 2.0的竞争力主要体现在多模态输入、导演级控制、专业级输出三个方面，彻底降低了视频制 作的门槛，推动内容生产从"专业团队"向"个人创作者"转移。 2． 导演级控制 ...

国务院国资委2月12日消息，国务院国资委10日召开的中央企业"AI+"专项行动深化部署会提出，中央 企业要强化投资牵引，积极扩大算力有效投资，推进"算力+电力"协同发展，提升全链条数据治理能 力，不断夯实人工智能产业基础底座。 持续攻关"大模型"技术 会议表示，要牢牢把握人工智能技术和产业发展趋势，以制定和实施"十五五"规划为契机，找准中央企 业发展人工智能的定位、优势，构建科学有效的产业协作、经营管理机制，进一步发挥战略支撑和示范 带动作用，切实当好智算基础设施的供给者、人工智能赋能千行百业的推动者、产业体系化布局的组织 者，更好服务党和国家工作大局。 会议提出，中央企业要进一步增强发展人工智能产业的责任感和紧迫感，主动顺应全球技术变革和产业 变革大势，牢牢把握人工智能发展新机遇，切实扛起服务国家战略、带动产业升级的使命担当，为推动 我国人工智能产业高质量发展贡献更大力量；要强化自主创新，着力突破关键核心技术，持续攻关"大 模型"技术，推动更多自主创新成果从样品变成产品、形成产业；强化场景培育，加强人工智能与主责 主业、产业需求的精准对接，在高适配、高价值、高可靠上下更大功夫，推动人工智能规模化落地应 用； ...

这一警告并非孤例。大规模劳动力替代的问题正困扰着全球各国政府，尽管在更广泛的经济逆风中，真 实的失业人数仍不明朗。 微软人工智能业务负责人发出迄今最激进的自动化预警，称绝大多数白领专业工作可能在一年半内被 AI取代，这一时间表远早于商界和政策制定者的普遍预期，为全球劳动力市场敲响警钟。 微软AI首席执行官Mustafa Suleyman在接受英国《金融时报》采访时表示，律师、会计师、项目经理和 营销人员等从事电脑办公的专业人士，其"大多数任务"将在未来12至18个月内被AI完全自动化。 AI导致的失业已初现端倪。根据职业介绍公司Challenger的报告，今年1月有7624个工作岗位因AI被 裁，占当月裁员总数的7%；2025年全年，AI导致的裁员公告达54836人。自2023年开始追踪以来， 79449个计划裁员岗位归咎于AI。 与此同时，AI安全与滥用风险也在加速升温。Anthropic在最新破坏活动报告中警告，其Claude模型在特 定计算机使用场景下对"有害滥用"更敏感，甚至出现与化学武器开发相关的风险信号。 AI大规模取代白领还有12至18个月的时间窗口 Suleyman的预测标志着科技行业对AI取 ...

据谷歌介绍，通过更新后的Gemini 3 AI大模型Deep Think(深度思考)模式，订阅用户们可以将草图变为可3D打印的现实物体。Deep Think拥有强大的能力分析图纸、对极度复杂形状建模，并生成可用于3D打印制作实体物品的文件。 该公司在周四的一篇博客文章中表示："除了其最先进的性能之外，Deep Think还旨在推动实际应用，使研究人员们能够深度解读复 杂数据，并使工程师们能够通过代码与编程对复杂物理系统进行建模。"最重要的是，我们正在努力将Deep Think带到研究人员与实 践者最需要它的地方——从Gemini API等表明接口开始。"谷歌在博客中表示。 谷歌可谓将Gemini 3 Deep Think(深度思考)从"偏抽象的高强度推理"进一步推向"能在真实科研与工程流程中落地"的专业推理引擎： 强调在边界不清、数据不完备、目标函数复杂的场景下，帮助研究者与工程师更快逼近可验证的结论与可执行的方案。 这次升级最直观的信号来自一系列硬核评测结果：在 Humanity's Last Exam(无工具) 上达到 48.4%，在 ARC-AGI-2 上取得经 ARC Prize 基金会验证的 84. ...

Industry Insights - In January 2026, a total of 18,708 excavators were sold, marking a 49.5% year-on-year increase, with domestic sales reaching 8,723 units (up 61.4%) and exports at 9,985 units (up 40.5%) [2] - MiniMax released the M2.5 model, enhancing task decomposition capabilities and token consumption efficiency, which aligns with Agentic AI task requirements, potentially benefiting related AI model and application companies [2] - Yike's cloud computing services are entering a price increase cycle due to surging demand for computing power driven by AI applications, which may benefit companies in the cloud computing and computing power supply chain [2] - Shanghai has launched the "Smart Shanghai" action plan (2026-2028) to integrate AI into information and communication networks, aiming for large-scale access of smart terminals like AI glasses by the end of 2028, presenting growth opportunities for related companies [2] - China successfully launched the world's first AI model satellite aimed at urban sustainable development, which may create development opportunities for companies involved in commercial aerospace and AI satellite applications [2][3] Company Developments - Shuangliang Energy received a regulatory warning regarding its former board secretary Yang Likang [4] - Shuangliang Energy clarified its indirect involvement in commercial aerospace projects, stating it does not have a direct partnership with SpaceX [5] - Zhongnan Culture announced plans to acquire equity in Sulong Thermal Power and will be suspended from trading starting February 13 [6] - Shenghong Technology confirmed the industrialization of its 1.6T optical module PCB [7] - Huitian Technology announced a plan to invest 3.3 billion yuan in a new high-end printed circuit board production project to meet the long-term demand for high-speed computing servers [7] - SMIC reported a supply-demand imbalance in memory and BCD components, leading to price increases [8] - Xianglu Tungsten Industry warned that significant economic fluctuations in its main customer countries could impact market demand for tungsten products and the recovery of accounts receivable [8] - Jiamei Packaging announced that its capital operation plan will be completely independent of the listed company, and it may apply for a trading suspension if stock prices rise abnormally [8] - Tailin Microelectronics disclosed that its third-largest shareholder, the National Integrated Circuit Industry Investment Fund, reduced its holdings by 4.6513 million shares, bringing its stake below 5% [8] - Zhangyue Technology projected that revenue from its AI short drama business will not exceed 1% of its main business revenue for 2025 [9] - International Composite Materials stated that electronic-grade fiberglass is a fundamental raw material for printed circuit boards (PCBs) [9] - Huapei Power announced plans to issue convertible bonds and pay cash to acquire 100% equity of Meichuang Zhiguan, leading to a trading suspension [10] - Jingrui Electric Materials plans to invest 600 million yuan to build a key materials comprehensive base for the integrated circuit manufacturing industry chain in the western region [11] - United Optoelectronics signed a business cooperation framework contract with Lingzhi Cloud Creation to provide assembly and processing services for its robotic products [11]

但是，如果从 消费者买单 及 市场出货数量 的角度，有一款"不起眼"的大模型AI具身硬件却称得 上 "真"爆款大模型AI具身硬件 ，这个产品就是" AI时间宝机器人 "，当然很多人会习惯叫"AI闹 钟"。 这款新AI闹钟，之所谓称之为AI时间宝机器人，是因为在传统的时间显示和管理基础上，增加了 一系列贴心AI智能功能，比如： ♦️AI时间管理助手 ："小薇，小薇，明天早晨八点提醒我复习语文"，只要你吩咐一句AI学伴 小薇，她能帮你安排好日程和计划，并按时提醒。 ♦️渐进式唤醒 ：告别惊吓，用渐进式灯光+声音智能唤醒，精准适配学生作息。 ♦️内部 海量资源 ：内置10万+优质教育资源，定期自动更新。AI科技与优质内容协同服务。 ♦️语音AI问答 ：集成前沿AI大模型，生活百科、启蒙小初高学科知识等小薇有问必答。 ♦️AI口语老师 ：实时AI英语对话，帮助学生锻炼英语口语并纠正发音。 2025年，AI行业热闹非凡。一方面是AI软件的"狂欢"：DeepSeek横空出世，豆包、千问、元宝开 启"AI'撒钱'大战"；另一方面是AI硬件/机器人等各种具身硬件的"百花齐放"：宇树人形机器人、 维他动力Vbot超能机器狗、乐 ...

在 AI 编程领域，大家似乎正处于一个认知错觉的顶点：随着 Coding Agents 独立完成任务的难度和范围逐渐增加，Coding 领域的 AGI 似乎就可以实现？ 然而，真正的工程师都知道，写代码的灵魂不在于 file/function level 的 code creation，而是 project level 的 code completion。写了很长时间的代码，不代表项目做 完，更不代表项目做好了。 一个完整的项目开发要求 开 发者从一个空文件夹开始，理解上万 token 的需求，设计架构、管理多模态逻辑，并产出可安装、可运行的代码仓库。然而现有代码 评测基准主要集中在局部代码生成（如 HumanEval、MBPP）或在已有代码库上进行修复（如 SWE-bench）。 近日，首个专门评估编码智能体端到端仓库生成能力的基准测试 ——NL2Repo-Bench 正式发布。它由字节跳动 Seed、南京大学、北京大学等多家机构的研究者联 合打造，发布后受到广泛关注。 Show me your Repo， NL2Repo 如何考察 Coding Agent 从 0 到 1 工作能力？ 论文标题： NL2R ...